LunarCrush LLM | creator/twitter::1393371613014368262/posts

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[@Gawdering](/creator/twitter/Gawdering)
"Thinking through the $BMX setup & associated Coinbase incentive between $BMX vs. $AERO: (1) Valuation disconnect ($20M FDV $BMX vs. $1B FDV $AERO) against superior $BMX tokenomics via DeliSwap-$wBLT-$BMX (no emissions XX% $BMX is staked revenue buyback via fees) & wBLT-driven swap-fee subsidization are arguably enough to collapse this spread. (2) We know $BMX will white-label Llamaswap and route through all DEX's to offer superior execution. Even at the expense of DeliSwap volume. This is VERY important as its arguably more aligned with $COIN's push to maximize activity on Base chain & to not"  
[X Link](https://x.com/Gawdering/status/1980031641746817079) [@Gawdering](/creator/x/Gawdering) 2025-10-19T22:01Z XX followers, 9074 engagements


"@meowphasaurus @zedxyz_ do you have an idea of how much wBLT incentives you're willing to give up to subsidize transaction costs on DeliSwap there is probably a number that is low enough to keep LP APR % commerical but high enough to guarantee cost is lower than $aero / other DEX's over time"  
[X Link](https://x.com/Gawdering/status/1980050984069132396) [@Gawdering](/creator/x/Gawdering) 2025-10-19T23:18Z XX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Gawdering "Thinking through the $BMX setup & associated Coinbase incentive between $BMX vs. $AERO: (1) Valuation disconnect ($20M FDV $BMX vs. $1B FDV $AERO) against superior $BMX tokenomics via DeliSwap-$wBLT-$BMX (no emissions XX% $BMX is staked revenue buyback via fees) & wBLT-driven swap-fee subsidization are arguably enough to collapse this spread. (2) We know $BMX will white-label Llamaswap and route through all DEX's to offer superior execution. Even at the expense of DeliSwap volume. This is VERY important as its arguably more aligned with $COIN's push to maximize activity on Base chain & to not"
X Link @Gawdering 2025-10-19T22:01Z XX followers, 9074 engagements

"@meowphasaurus @zedxyz_ do you have an idea of how much wBLT incentives you're willing to give up to subsidize transaction costs on DeliSwap there is probably a number that is low enough to keep LP APR % commerical but high enough to guarantee cost is lower than $aero / other DEX's over time"
X Link @Gawdering 2025-10-19T23:18Z XX followers, XX engagements